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| Keyboard |
| Jayco Wealth Management Inc
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|
|---|---|
| CRD # | 171884 |
| SEC # | 801-136743 |
| CIK # | |
| AUM | 107.9 M (2026-06-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 404-731-7592 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 16.2 |
| (b) Individuals (high net worth individuals) | 33 | 91.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 208 | 107.9 |
| By Discretionary | ||
| Discretionary | 208 | 107.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 208 | 107.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.9 | |
| Total | 208 | 107.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 12 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Finances for Real Life
✚
|
CA | 108.6 M |
|
Federmann Financial Advisors Inc
✚
|
NY | 108.2 M |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 108.1 M |
|
Schlosser Financial Services Inc
✚
|
108.0 M | |
|
Whealthy Empowerment Network LLC
✚
|
107.8 M | |
|
Milborn Advisors Ltd
✚
|
WI | 107.7 M |
|
The Financial Legacy Group LLC
✚
|
NC | 107.3 M |
|
Hogan Investment Counsel LLC
✚
|
TN | 107.2 M |
|
Hartley Advisors Corp
✚
|
107.2 M | |
|
Total Wealth Advisors LLC
✚
|
MN | 107.2 M |